See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,888 | $100,041+22.8% | $149,718-17.9% | $70,131+75.2% |
| Participation rate | 91.4% | 83.6%+7.8pp | 87.1%+4.4pp | 69.5%+21.9pp |
| Annual return | 13.77% | 27.43%-13.7pp | 1501.63%-1487.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $731 | $3,662-80.0% | $5,445-86.6% | $2,342-68.8% |
| Participant deferral / active EE | $9,345 | $4,983+87.5% | $6,569+42.3% | $3,332+180.5% |
| Admin fee / account holder | $150 | $8,286-98.2% | $11,283-98.7% | $4,645-96.8% |